ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 502 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.23 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $635,043 | +3.8% | 6,115 | +0.8% | 0.14% | +3.8% |
| Q1 2024 | $611,715 | +10.7% | 6,068 | 0.0% | 0.13% | +2.4% |
| Q4 2023 | $552,491 | +11.8% | 6,068 | 0.0% | 0.13% | +2.4% |
| Q3 2023 | $493,996 | -3.3% | 6,068 | 0.0% | 0.12% | 0.0% |
| Q2 2023 | $510,744 | +7.9% | 6,068 | 0.0% | 0.12% | +4.2% |
| Q1 2023 | $473,243 | +8.6% | 6,068 | 0.0% | 0.12% | +6.2% |
| Q4 2022 | $435,622 | +7.3% | 6,068 | 0.0% | 0.11% | -0.9% |
| Q3 2022 | $406,000 | -6.9% | 6,068 | 0.0% | 0.11% | -6.6% |
| Q2 2022 | $436,000 | -18.0% | 6,068 | -1.1% | 0.12% | +2.5% |
| Q1 2022 | $532,000 | -6.7% | 6,138 | 0.0% | 0.12% | -2.5% |
| Q4 2021 | $570,000 | +11.5% | 6,138 | 0.0% | 0.12% | +0.8% |
| Q3 2021 | $511,000 | -2.1% | 6,138 | 0.0% | 0.12% | 0.0% |
| Q2 2021 | $522,000 | +11.3% | 6,138 | 0.0% | 0.12% | +3.4% |
| Q1 2021 | $469,000 | +6.8% | 6,138 | 0.0% | 0.12% | -4.9% |
| Q4 2020 | $439,000 | – | 6,138 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WIN ADVISORS, INC | 254,829 | $22,073,000 | 5.80% |
| First Affirmative Financial Network | 55,175 | $4,779,000 | 4.58% |
| HILL ISLAND FINANCIAL LLC | 137,447 | $11,906,000 | 4.38% |
| Laurel Wealth Planning LLC | 72,856 | $6,311,000 | 4.26% |
| Prostatis Group LLC | 51,616 | $4,471,010 | 3.58% |
| Financial Insights, Inc. | 38,100 | $3,300,000 | 3.03% |
| Mascoma Wealth Management LLC | 102,278 | $8,859,000 | 2.82% |
| One Capital Management, LLC | 525,489 | $45,516,000 | 2.41% |
| Cribstone Capital Management, LLC | 44,370 | $3,843,000 | 2.10% |
| McClarren Financial Advisors, Inc. | 30,766 | $2,664,000 | 1.93% |